Process
A clear process, start to finish
Estate planning feels overwhelming when the steps aren’t clear. Here’s what working with TSG Law typically looks like.
How it works
A clear, guided process—end to end.
Designed for busy California families. We keep the steps simple, communicate clearly, and make sure your documents and next steps are coordinated.
1
Schedule
Pick a time for a free 15-minute consultation using our calendar.
2
Intake
We’ll gather key information about your family, assets, and priorities.
3
Planning call
We’ll confirm priorities and outline the right structure for your goals.
4
Draft
You’ll receive clear drafts tailored to your situation.
5
Review
We’ll walk through the drafts, answer questions, and refine as needed.
6
Signing
We’ll make sure your documents are executed properly.
7
Funding guidance
We provide guidance on next steps (like retitling assets) so your plan works.
Ready to begin?
Schedule a free 15-minute consultation and we’ll talk through your goals.